Property Tax

The Property Tax page reads county tax bills and matches each one to its parcel on the Monday tax board. Filing fills the amounts and due dates on Monday and puts the PDF on the server.

It works like the other review pages: cards in a Grid, or one bill at a time in List. See Review and File.

Process a Bill

1. Bring the bill in
   Add the PDF to the Queue and process it as Property Tax. For a stack of bills, use the Splitter and pick Property Tax under Send to. Bills processed as Automatic come here too.

2. Pick the tax board
   Choose the tax year board next to Tax board. Click Sync from Monday after any change to the board.

3. Look at the match
   The card shows how the bill matched under Match. By APN is an exact parcel match. Anything else is yellow: open the card and check the parcel.

4. Check the amounts and due dates
   Compare each installment with the bill. If all is right, click Looks right.

5. File
   Leave Server, Monday and Set Statement Received on. Click File. Roz shows which bills go where. Click Save and upload to Monday.

The Tax Card

Click a card to open it.

The bar at the top says how the bill matched: Matched by apn, Check the match, or No match found. A bill with no board item is skipped when filing.

The box under it says where the bill goes, from its tax year:

Box	Meaning
Current and the year	Saved to the server and uploaded to Monday.
Record and the year	An older year. Saved to the server only, never uploaded to Monday.
The year only	There is no Monday board for that year here. Add it to upload the bill, or save it without Monday.
No tax year	Roz could not read the year. Set it before saving. It decides whether the bill goes to Monday.

Field	What it is
Board item (parcel)	The Monday item this bill belongs to. Click it to pick another. Every item is scored against the bill.
Entity / Property	Taken from the board. Click Type it to change them. Use board value goes back.
Date	The date used in the filename.
Bill type	Annual, supplemental, escape, corrected or other.
Tax year	The tax year on the bill, such as 2026-27.
Installment amounts and due dates	Installments 1 and 2. The 3rd and 4th show when the bill has them. Otherwise click Add 3rd and 4th installments.
APNs on the bill	The parcel numbers Roz found. The match runs on these.

Bills save to:

Z:\Shared\BBT Asset Management Inc\Accounting\Property Tax Bills\<Entity>\

The filename follows yyyymmdd_PropertyTax_Entity_Property_APN.pdf.

Saved before

If Roz already saved this bill, the card says Saved before in red, with the date. Filing again sends it again.

Add the APN on Monday

After filing, Roz may ask Add the APN on Monday? This shows when the board item has no APN yet. Tick the items and click Add to the board. The next bill for that parcel then matches right away. Roz never overwrites an APN already on the board.

Checklist

Click Checklist at the top to see which board items have a bill this year and which are still missing.

Add a Tax Board

Each tax year has its own Monday board. Paste the board link or number in Add board: link or number and click Add. Then click Sync from Monday.

Property Tax Process The full property tax process: who pays, sending to tenants, AppFolio and confirming payment.